# Savvy

**Canonical:** https://apis.io/providers/savvy/  
**Website:** https://www.savvywealth.com/  
**APIs profiled:** 0

Savvy (Savvy Advisors, Inc.) is a technology-driven, SEC-registered investment advisory firm founded in 2021 and headquartered in New York, NY. It combines licensed fiduciary financial advisors with proprietary technology — including Savvy Intelligence, an AI workspace for advisors — to deliver personalized wealth management for high-net-worth individuals and independent financial advisors. Savvy manages $5B+ in assets across 100+ advisors in 30+ U.S. locations, custodying at Fidelity and Charles Schwab. The firm serves two audiences: clients seeking wealth management (financial planning, investment management, direct indexing, tax optimization, retirement, trust and estate planning) and advisors looking to join or build a practice on its platform. Savvy publishes no public developer API; this profile captures its identity, domain security posture, and the verbatim /llms.txt it exposes for agents.

## Kin Score — 13.1 / 100 (emerging)

Scored 2026-08-21 under rubric 0.12.0. Trend: flat (+0.0 from 13.1).

| Facet | Score |
|---|---|
| Discoverability | 57.4 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Contract Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 2.4 |
| Commercial Clarity | 34.2 |
| Access Clarity | 34.2 |

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| Reversibility Documented | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Unknown — onboarding: unknown, pricing: unknown, trial: no (confidence: low).

## Security (1)

- **Savvy Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, Wealth Management, Financial-Services, Investment Management, Financial Advisors, Financial Planning, Fintech, Registered Investment Advisor

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/savvy/). Scores are computed from the provider's own public artifacts under a published rubric.